JMPWA
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JP Morgan Private Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,477
Closed -$349K – 1551
2019
Q4 		$349K Buy
+6,477
New +$343K ﹤0.01% 1175

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XMLV Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2020, closing a stake of 6,477 shares — an estimated $349K sold.

JP Morgan Private Wealth Advisors first reported a position in XMLV in Q4 2019 and held it in 1 quarter. The position peaked at $349K in Q4 2019. 229 funds tracked by Wall St. Rank hold XMLV as of Q1 2020.

  • JP Morgan Private Wealth Advisors reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,477 Invesco S&P MidCap Low Volatility ETF shares in Q1 2020, an estimated $349K.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $349K in Q4 2019.
  • 229 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.